Instead of switching tabs to log a call or check an opportunity, Salesforce users can perform these actions directly within Slack channels and conversations. With natively-built Slack integration andAgentforce in Slack, your teams can update records, receive real-time alerts, and collaborate on customer data without ever leaving the flow of their work.

Connecting Salesforce and Slack provides significant advantages for sales, service, and marketing teams. The primary benefits of this CRM integration include:

• Boost CRM adoption and ROI:By making Salesforce data and actions accessible directly in Slack, this Slack integration removes friction and encourages daily use, maximizing your investment.
• Take Faster Action: Teams can act on real-time customer insights right where they are already working, no context-switching.
• Unify Data and Dialogue: Bringing CRM and conversational data together helps align teams, close information gaps, and unlock deeper AI insights.
• Automating Work: Whether you use Salesforce Flow or Slack Workflow Builder, automating business processes in Slack using Salesforce data happens with clicks, not code, helping to accelerate deal cycles, case resolution, and other tasks.

AI is natively built into the Salesforce experience in Slack, designed to act as an intelligent teammate for all Salesforce users in Slack.

It enhances CRM functionality in Slack by using AI to take action and provide insights. Agentforce can access both the conversational context from a Slack thread and real-time customer data directly from Salesforce. With this complete understanding, it can:

• Automate actions: Automatically start a new channel for a high-priority case, create a summary of a client conversation, or draft a follow-up message.
• Provide instant answers: Ask questions in plain language like "What's the status of the Acme Corp deal?" and get an immediate, data-backed response.
• Collaborate on live metrics: Empower your team to work with AI to analyze customer data, identify trends, and decide on next steps faster.

Salesforce channels are specialized Slack channels that serve as a central hub for team collaboration and live CRM data.

They are a core component of Slack’s CRM integration, designed to keep your teams, data, and conversations unified around a specific customer or record.

Unlike regular Slack channels, Salesforce channels connect your teams, CRM data, and conversations in one place to keep customers at the center of your work.

It's a dedicated space where teams across functions work together with a full view of their customers, unifying all conversations and insights, no matter where people work best.

This is more than a traditional integration; it's a complete, native reimagining of the Salesforce experience, built to be conversational and AI-first within Slack.

That means you can instantly move from a conversation to resolving a customer issue, swarming on a deal, or getting an approval— all without switching apps. And with AI agents in Slack, updating CRM is as easy as having a conversation.

With people, data, and AI in one view, teams can collaborate in Salesforce channels with a shared view of customer data and conversations. AI agents can tap into this context to provide instant assistance and take action.